Shaun Skeris
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
CFADesignation
$671.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2023 to now
- Ieq Capital, LLCNov 2022 to Sep 2023
- BNY MellonOct 2019 to Nov 2022
- Umpqua BankJan 2018 to Oct 2019
- Umpqua InvestmentsJan 2018 to Oct 2019
- City National BankJun 2015 to Jan 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4483454
- Firm CRD
- 19616